DWS & Fonds Finanz starts online AM

German asset manager DWS, has brought on board another partner to its robo platform. Fonds Finanz Maklerservice GmbH from Munich is the newest partner of DWS’ digital asset management solution, Wise. The cooperation will be known as ‘easyInvesto – powered by DWS’ and will give Fonds Finanz’s 27,000 associated agents the ability to offer an online asset management solution to their customers.

DWS launched its digital investment platform Wise in July 2017 providing its distribution partners with a tailored solution in automated digital asset management. For allocation, Wise relies on the expertise and strategic house view of DWS and its chief investment officer, Stefan Kreuzkamp, chief investment officer.

Fonds Finanz intermediaries will deploy Wise white label software in customer advisory. Based on the customers’ personal situation and concrete investment objectives, the system suggests one of 19 pre-determined portfolio models to the investor. This requires a minimum investment of only €400 or regular monthly savings of €50. easyInvesto will utilise ETFs from Xtrackers as well as from other providers.

Wise offers its partners both a technology and investment solution. This means it is capable to swiftly produce a digital offer based on DWS partner’s requirements – while complying with all the regulatory requirements of Mifid II and without any set-up costs. As such Wise’s partners can confidently fully concentrate on their customers.

Ridhima Sharma
Ridhima Sharma speaks German and is DACH Correspondent for InvestmentEurope. She has more than 8 years of experience in the media industry. Before joining us, she was working in India and covering automotive and lifestyle sectors. Over the years many of her stories have been published in various magazines across India.

Read more from Ridhima Sharma

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